WAM

Wealthspire Advisors (Maryland) Portfolio holdings

AUM $2.83B
1-Year Est. Return 10.91%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$703M
AUM Growth
+$34.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,140
New
Increased
Reduced
Closed

Top Buys

1
+$2.62M
2
+$2.56M
3
+$2.07M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.13M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$1.08M

Top Sells

1
+$2.96M
2
+$2.54M
3
+$2.47M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.63M
5
DSI icon
iShares MSCI KLD 400 Social ETF
DSI
+$1.19M

Sector Composition

1 Financials 8.59%
2 Technology 7.09%
3 Healthcare 6.33%
4 Industrials 5.43%
5 Communication Services 3.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1576
– –
0
1577
$4K ﹤0.01%
381
1578
$4K ﹤0.01%
100
-100
1579
$4K ﹤0.01%
210
+127
1580
$4K ﹤0.01%
45
+27
1581
$4K ﹤0.01%
180
+18
1582
$4K ﹤0.01%
150
+18
1583
$4K ﹤0.01%
+97
1584
$4K ﹤0.01%
102
+88
1585
$4K ﹤0.01%
127
+87
1586
$4K ﹤0.01%
200
1587
$4K ﹤0.01%
36
1588
$4K ﹤0.01%
103
+13
1589
$4K ﹤0.01%
130
+1
1590
$4K ﹤0.01%
+24
1591
$4K ﹤0.01%
200
1592
$4K ﹤0.01%
300
-419
1593
$4K ﹤0.01%
7
+2
1594
$4K ﹤0.01%
297
+126
1595
$4K ﹤0.01%
+738
1596
$4K ﹤0.01%
176
+1
1597
$4K ﹤0.01%
312
+25
1598
$4K ﹤0.01%
+354
1599
– –
0
1600
$4K ﹤0.01%
45
-2
62 63
64
65 66